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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have $6,300 Today
May 21, 2024
Tickers
GD
NEWS
Tags
Trading Ideas
BZI/POD
GD
From
Benzinga
Sky-High Stakes: 3 Aerospace & Defense Stocks Soaring Above the Fray
May 15, 2024
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BA
GD
HWM
LMT
Tags
LMT
TDG
RTX
From
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The 7 Best Dividend Stocks to Buy in May 2024
May 13, 2024
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C
GD
HAS
LANC
Tags
C
LANC
Market News
From
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If You Invested $100 In This Stock 20 Years Ago, You Would Have $600 Today
May 03, 2024
Tickers
GD
NEWS
Tags
BZI/POD
GD
Trading Ideas
From
Benzinga
Will Earnings Cheer Continue To Buoy Markets? Apple, Amazon, Pfizer, Coinbase Lead Flurry Of Q1 Reports This Week
April 29, 2024
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AAL
AAPL
ABBV
ACI
Tags
SMCI
WING
ALV
From
Benzinga
Why General Dynamics Stock Is Losing Ground Today
April 24, 2024
Tickers
GD
Tags
GD
Market News
Recent Press Releases
From
Motley Fool
General Dynamics (GD) Q1 2024 Earnings Call Transcript
April 24, 2024
Tickers
GD
Tags
Market News
Recent Press Releases
GD
From
Motley Fool
Treasury Yields Rise, Tesla Jumps On Cheaper Model Pledge, Yen Plummets To 34-Year Lows: What's Driving Markets Wednesday?
April 24, 2024
Tickers
BA
BIIB
BKR
BSX
Tags
$BTC
NOW
XLI
From
Benzinga
GD Stock Earnings: General Dynamics Misses EPS, Beats Revenue for Q1 2024
April 24, 2024
Tickers
GD
Tags
Earnings Reports
GD
NYSE:GD
From
InvestorPlace
Why Aerospace And Defense Giant General Dynamics Shares Are Diving Today
April 24, 2024
Tickers
GD
MISL
NEWS
SHLD
Tags
SHLD
Earnings
Movers
From
Benzinga
Nasdaq Futures Get A Lift From Tesla, Texas Instruments Earnings: Analyst Points To Key Catalyst For Boosting Rally
April 24, 2024
Tickers
BIIB
BKR
BSX
CMG
Tags
MAT
News
SPY
From
Benzinga
War Chest Wonders: 3 Military Stocks to Own Amid Global Conflicts
April 23, 2024
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GD
LMT
Tags
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NYSE
GD
From
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Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
April 21, 2024
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ABBV
ACI
ALV
Tags
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CB
DOW
From
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10 Industrials Stocks With Whale Alerts In Today's Session
April 16, 2024
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BLDR
EMR
GD
Tags
NXT
GD
Benzinga
From
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Congress Members Invest In Defense Stocks As Middle East Tensions Mount: How Pelosi, Gottheimer, Hern And Others Could Benefit
April 15, 2024
Tickers
GD
LMT
NOC
RTX
Tags
israel
Top Stories
Markwayne Mullin
From
Benzinga
General Dynamics Unusual Options Activity
April 15, 2024
Tickers
GD
Tags
BZI/UOA
Benzinga
Market News
From
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $600 Today
April 12, 2024
Tickers
GD
NEWS
Tags
Trading Ideas
GD
BZI/POD
From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $6,300 Today
April 04, 2024
Tickers
GD
NEWS
Tags
GD
BZI/POD
Trading Ideas
From
Benzinga
Why Is Bahrain Buying $2.2 Billion in Main Battle Tanks From General Dynamics?
March 26, 2024
Tickers
GD
Tags
Market News
Recent Press Releases
GD
From
Motley Fool
If You Invested $100 In This Stock 20 Years Ago, You Would Have $600 Today
March 12, 2024
Tickers
GD
NEWS
Tags
GD
BZI/POD
Trading Ideas
From
Benzinga
The 7 Best Dividend Stocks to Buy in the S&P 500: March 2024
March 10, 2024
Tickers
ADP
AVGO
CSX
GD
Tags
NASDAQ:ADP,NASDAQ:AVGO,NASDAQ:CSX,NYSE:LHX,NYSE:PH,NASDAQ:SBUX,NYSE:UNH,NYSE:GD,NYSE:MCD
PH
MCD
From
InvestorPlace
PLTR Stock Alert: Palantir Bags New U.S. Army Contract
March 06, 2024
Tickers
GD
LMT
NOC
PLTR
Tags
GD
NASDAQ:PLTR,NYSE:GD,NYSE:LMT,NYSE:NOC
Market News
From
InvestorPlace
3 Defense Stocks Poised for Growth Amid Conflict
March 05, 2024
Tickers
AVAV
GD
TDG
Tags
Market News
NYSE:GD,NYSE:TDG,NASDAQ:AVAV
TDG
From
InvestorPlace
The Dividend Vault: 7 Stocks with Ironclad Payouts for the Long Haul
February 27, 2024
Tickers
ADP
CINF
CL
GD
Tags
O
NASDAQ:ADP,NASDAQ:CINF,NYSE:CL,NYSE:GD,NYSE:ITW,NYSE:LOW,NYSE:O
LOW
From
InvestorPlace
Here's How Much $1000 Invested In General Dynamics 20 Years Ago Would Be Worth Today
February 26, 2024
Tickers
GD
NEWS
Tags
GD
BZI/POD
Trading Ideas
From
Benzinga
General Dynamics' Unit Wins $1.3B Contract To Supply Armored Vehicles To Austrian Armed Forces
February 21, 2024
Tickers
GD
NEWS
Tags
Briefs
News
Equities
From
Benzinga
7 Defense Stocks to Buy as Tensions Rise in the Middle East
February 15, 2024
Tickers
DCO
GD
LLAP
LMT
Tags
LMT
VSEC
PLTR
From
InvestorPlace
Biden Boom: 7 Stocks to Buy if Democrats Win the Election in 2024
February 14, 2024
Tickers
CHPT
ENPH
FSLR
GD
Tags
ENPH
PFE
CHPT
From
InvestorPlace
$95B Ukraine Aid Bill: Republicans Challenge Historical Views On Foreign Policy, US Role As World's Cop
February 13, 2024
Tickers
BA
GD
HON
ITA
Tags
Ukraine
Russia
PPA
From
Benzinga
Jim Cramer Calls Affirm 'A Winner,' But Not C3.ai: 'I Can't Recommend A Stock With No Earnings'
February 13, 2024
Tickers
AFRM
AI
ALT
DAR
Tags
Jim Cramer
AI
mad money Lightning Round
From
Benzinga
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